Rules allow you to automatically perform actions based on conditions you specify.
Here are a few examples of how Rules can be used:
- To automatically clock an agent out that forgets to clock out.
- To send a notification to a customer support manager alerting them that a ticket is taking an agent longer than expected.
- To automatically shift an agent to UNTRACKED TIME if they are inactive/stuck on a task for a longtime.
- To keep your data accurate & clean by automatically deleting timesheets if an agent is clocked in for a long time.
Here is how to: